C2c Wealth Management, LLC Top Holdings and 13F Report (2025) About C2c Wealth Management, LLCInvestment ActivityC2c Wealth Management, LLC has $110.42 million in total holdings as of June 30, 2025.C2c Wealth Management, LLC owns shares of 82 different stocks, but just 30 companies or ETFs make up 80% of its holdings.Approximately 0.88% of the portfolio was purchased this quarter.About 2.90% of the portfolio was sold this quarter.This quarter, C2c Wealth Management, LLC has purchased 87 new stocks and bought additional shares in 15 stocks.C2c Wealth Management, LLC sold shares of 21 stocks and completely divested from 6 stocks this quarter.Largest Holdings Microsoft $8,051,708Apple $7,998,764iShares Core S&P 500 ETF $7,937,061Cohen & Steers Infrastructure Fund $6,808,378Technology Select Sector SPDR Fund $5,759,294 Largest New Holdings this Quarter 922908629 - Vanguard Mid-Cap ETF $216,029 Holding Largest Purchases this Quarter Vanguard Mid-Cap ETF 772 shares (about $216.03K)Berkshire Hathaway 415 shares (about $201.59K)Pimco Corporate & Income Opportunity Fund 9,900 shares (about $137.71K)Omega Healthcare Investors 3,000 shares (about $109.95K)Home Depot 205 shares (about $75.16K) Largest Sales this Quarter Chevron 2,148 shares (about $307.57K)Altria Group 5,048 shares (about $295.96K)Vanguard FTSE Developed Markets ETF 4,346 shares (about $247.77K)Apple 1,000 shares (about $205.17K)Verizon Communications 3,848 shares (about $166.50K) Sector Allocation Over TimeMap of 500 Largest Holdings ofC2c Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$8,051,7080.0%16,1877.3%Computer and TechnologyAAPLApple$7,998,764$205,170 ▼-2.5%38,9867.2%Computer and TechnologyIVViShares Core S&P 500 ETF$7,937,061$66,437 ▲0.8%12,7837.2%ETFUTFCohen & Steers Infrastructure Fund$6,808,378$47,162 ▲0.7%252,6306.2%Financial ServicesXLKTechnology Select Sector SPDR Fund$5,759,294$28,362 ▼-0.5%22,7435.2%ETFIBMInternational Business Machines$5,314,7030.0%18,0294.8%Computer and TechnologyCVXChevron$5,312,203$307,572 ▼-5.5%37,0994.8%EnergyIWMiShares Russell 2000 ETF$4,836,135$83,943 ▼-1.7%22,4114.4%FinanceETYEaton Vance Tax-Managed Diversified Equity Income Fund$3,683,314$81,991 ▼-2.2%238,0943.3%Financial ServicesIJHiShares Core S&P Mid-Cap ETF$3,158,825$49,554 ▼-1.5%50,9322.9%ETFVEAVanguard FTSE Developed Markets ETF$2,626,280$247,765 ▼-8.6%46,0672.4%ETFAGGiShares Core U.S. Aggregate Bond ETF$2,315,824$298 ▲0.0%23,3452.1%FinancePMPhilip Morris International$1,868,2900.0%10,2581.7%Consumer StaplesEPDEnterprise Products Partners$1,865,127$19,598 ▼-1.0%60,1461.7%EnergyIJKiShares S&P Mid-Cap 400 Growth ETF$1,771,836$10,190 ▼-0.6%19,4751.6%ETFIJJiShares S&P Mid-Cap 400 Value ETF$1,726,907$10,134 ▼-0.6%13,9741.6%ETFVWOVanguard FTSE Emerging Markets ETF$1,651,667$52,922 ▼-3.1%33,3941.5%ETFSYKStryker$1,582,5200.0%4,0001.4%MedicalGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$1,563,374$121,380 ▼-7.2%12,8801.4%ETFHYLBXtrackers USD High Yield Corporate Bond ETF$1,413,9620.0%38,2981.3%ETFXLYConsumer Discretionary Select Sector SPDR Fund$1,358,964$13,692 ▼-1.0%6,2531.2%FinanceXLFFinancial Select Sector SPDR Fund$1,262,484$18,487 ▼-1.4%24,1071.1%ETFIVWiShares S&P 500 Growth ETF$1,233,5600.0%11,2041.1%ETFPTYPimco Corporate & Income Opportunity Fund$1,142,011$137,709 ▲13.7%82,1001.0%FinanceARCCAres Capital$1,111,1760.0%50,6001.0%FinanceWFCWells Fargo & Company$1,062,4710.0%13,2611.0%FinanceMPLXMplx$1,051,886$15,453 ▲1.5%20,4211.0%EnergyIEMGiShares Core MSCI Emerging Markets ETF$1,016,608$82,241 ▼-7.5%16,9350.9%ETFNVDANVIDIA$982,3820.0%6,2180.9%Computer and TechnologyUSMViShares MSCI USA Min Vol Factor ETF$954,189$28,161 ▼-2.9%10,1650.9%ETFXLEEnergy Select Sector SPDR Fund$911,7080.0%10,7500.8%ETFQQQInvesco QQQ$856,042$38,610 ▲4.7%1,5520.8%FinanceXOMExxon Mobil$792,9780.0%7,3560.7%EnergyBACBank of America$755,7480.0%15,9710.7%FinanceABBVAbbVie$752,132$7,796 ▲1.0%4,0520.7%MedicalVZVerizon Communications$750,994$166,503 ▼-18.1%17,3560.7%Computer and TechnologyAMZNAmazon.com$723,3290.0%3,2970.7%Retail/WholesaleWPCW.P. Carey$696,348$3,119 ▲0.4%11,1630.6%FinanceIVEiShares S&P 500 Value ETF$659,738$4,886 ▲0.7%3,3760.6%ETFOKEONEOK$636,0610.0%7,7920.6%EnergyOHIOmega Healthcare Investors$634,412$109,950 ▲21.0%17,3100.6%FinanceMETAMeta Platforms$626,6380.0%8490.6%Computer and TechnologyLLYEli Lilly and Company$615,8290.0%7900.6%MedicalBRK.BBerkshire Hathaway$592,639$201,594 ▲51.6%1,2200.5%FinanceMMCMarsh & McLennan Companies$564,0910.0%2,5800.5%FinanceTAT&T$457,4970.0%15,8080.4%Computer and TechnologyBABoeing$440,0130.0%2,1000.4%AerospaceWMTWalmart$440,0100.0%4,5000.4%Retail/WholesaleSTXSeagate Technology$432,9900.0%3,0000.4%Computer and TechnologyETEnergy Transfer$431,4400.0%23,7970.4%EnergyVVisa$426,0600.0%1,2000.4%Business ServicesBIOBio-Rad Laboratories$413,8640.0%1,7150.4%MedicalABTAbbott Laboratories$402,9380.0%2,9630.4%MedicalTRGPTarga Resources$388,5470.0%2,2320.4%EnergyLINDE PLC$383,3200.0%8170.3%SHSNFLXNetflix$377,6350.0%2820.3%Consumer DiscretionaryCSCOCisco Systems$365,5630.0%5,2690.3%Computer and TechnologyCLColgate-Palmolive$349,0560.0%3,8400.3%Consumer StaplesAMGNAmgen$347,6160.0%1,2450.3%MedicalDIVGlobal X SuperDividend U.S. ETF$334,0200.0%19,0000.3%ETFNJRNewJersey Resources$332,7440.0%7,4240.3%UtilitiesCOSTCostco Wholesale$325,6900.0%3290.3%Retail/WholesaleGPCGenuine Parts$321,4720.0%2,6500.3%Retail/WholesaleHDHome Depot$313,477$75,161 ▲31.5%8550.3%Retail/WholesalePGProcter & Gamble$313,3820.0%1,9670.3%Consumer StaplesWELLWelltower$307,4600.0%2,0000.3%FinanceDISWalt Disney$301,5920.0%2,4320.3%Consumer DiscretionaryTGTTarget$300,8820.0%3,0500.3%Retail/WholesaleXLVHealth Care Select Sector SPDR Fund$285,485$11,996 ▼-4.0%2,1180.3%ETFVCSHVanguard Short-Term Corporate Bond ETF$279,284$1,272 ▲0.5%3,5130.3%ETFMBBiShares MBS ETF$274,5340.0%2,9240.2%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$274,4580.0%5,2020.2%ManufacturingEQREquity Residential$248,4980.0%3,6820.2%FinanceMOAltria Group$246,481$295,965 ▼-54.6%4,2040.2%Consumer StaplesPFFiShares Preferred and Income Securities ETF$232,953$9,879 ▼-4.1%7,5930.2%ETFIDEVoya Infrastructure, Industrials and Materials Fund$224,8220.0%19,2320.2%Financial ServicesPEPPepsiCo$223,676$11,884 ▼-5.0%1,6940.2%Consumer StaplesVOVanguard Mid-Cap ETF$216,029$216,029 ▲New Holding7720.2%ETFPDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF$190,8290.0%14,6340.2%ManufacturingLXPLXP Industrial Trust$95,2050.0%11,5260.1%FinancePBYIPuma Biotechnology$70,727$18,762 ▲36.1%20,6200.1%MedicalNOVABAY PHARMACEUTICALS INC$56,840$24,940 ▲78.2%98,0000.1%COM NEWMDLZMondelez International$0$431,458 ▼-100.0%00.0%Consumer StaplesDVYiShares Select Dividend ETF$0$248,436 ▼-100.0%00.0%ETFEDConsolidated Edison$0$219,189 ▼-100.0%00.0%UtilitiesMRKMerck & Co., Inc.$0$209,410 ▼-100.0%00.0%MedicalJNJJohnson & Johnson$0$207,890 ▼-100.0%00.0%MedicalOPKOPKO Health$0$27,232 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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